AS
AS

Aaron Keith Schneider

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

721 S. 8th Street, Medford, WI, 54451

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aaron is a representative for ECA Marketing, a corporation used for fixed annuities. He spends a few hours per week on this investment-related activity.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
January 2024 - Present · 2 yrs 1 mo
Osaic Wealth, INC.
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Woodbury Financial Services, INC.
September 2022 - January 2024 · 1 yr 4 mos
Woodbury Financial Services, INC.Broker
July 2022 - January 2024 · 1 yr 6 mos
State Registrations7 states
AZKYMNMTNVVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.